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Prosperity Consulting Group’s iShares MBS ETF MBB Stock Holding History

Prosperity Consulting Group’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Buy
2,744
+236
+9% +$22.3K 0.01% 527
2026
Q1 		$238K Sell
2,508
-159
-6% -$15.2K 0.01% 468
2025
Q4 		$254K Buy
+2,667
New +$254K 0.01% 445

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Prosperity Consulting Group's MBB Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares MBS ETF (MBB) stake by 9.4% in Q2 2026, buying an estimated $22.3K and bringing the position to 2,744 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #527.

Prosperity Consulting Group first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Prosperity Consulting Group held 2,744 shares of iShares MBS ETF worth $259K as of Q2 2026.
  • Prosperity Consulting Group bought 236 iShares MBS ETF shares in Q2 2026, an estimated $22.3K.
  • iShares MBS ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #527 holding.
  • Prosperity Consulting Group first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.